Welcome back to a brand new video everyone, which have just seen a historic change of heart
as the senator who had single-handedly blocked Joe Biden’s climate agenda just a few weeks ago,
has explained his rationale as a move to protect both US oil and gas and clean energy interests.
Backing a historic bill that would set aside $369bn for climate and clean energy programmes,
Joe Manchin positioned the legislation as one to ensure the US was energy self-reliant
in the future. “You have to have energy security, you have to be energy independent
if you want to be a superpower in the world,” he said and “That’s what China does and that’s what
Russia has had.” This U-turn has single-handedly opened the flood gates for the entire clean energy
and ev supply chain sector so much that there’s just too many to choose from
But in this video, I provide you two clean energy jack pots, bound to be money printing
machines over the medium to long term. For one of these clean energy penny stocks,
it has secured over $6bn of contracts with major firms, so it is one clearly not to snooze on. So
if you are bullish about the clean energy sector, then you want to make sure you watch right through
to the end as I have a new gem that most investors have given up on and no one is talking about,
but yet it is a sleeping giant and would certainly change fortunes.
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That said please drop a quick like on the video and hit the bell, so we can get on with it with
our which is Livent Corp (NYSE: LTHM) which we first called at $16 per share and it has been
responding well to the market lithium pricing changes and recently reached all-time highs of
over $34 per share before giving up some of those gains on the back of the Goldman report and the
broader market sentiments. It is now sitting at over $24 per share with a market cap of $4.3bn
and sitting up 5% in the last 6 months. Livent ventured towards ytd to lows of $20 per share but
has been building up momentum recently possibly on the back of brilliant Teslas earnings call
but also some stellar deals in the tank. Livent has been busy securing even more partnerships
in addition to what we’ve shared with you previously and so here’s what’s new with Livent.
General Motors and Livent Entered into a Long-Term Lithium Hydroxide Supply Agreement. They said
Livent's battery-grade lithium hydroxide, made primarily from lithium extracted at its
brine-based operations in South America, are to be used in the production of GM's electric vehicles.
GM has contractually secured all battery raw materials to support its goal of 1 million
units of EV capacity in North America by the end of 2025. In our last video we were talking
about GM’s contract with Glencore for cobalt for their ev battery and today it is a massive
deal with Livent for lithium. So clearly taking the ev transition very seriously.
They say Lithium hydroxide is crucial to GM's plans to make higher performance, higher
mileage EVs. The lithium hydroxide from Livent will be used in GM's Ultium battery cathodes,
which will power electric vehicles such as the recently revealed Chevrolet Blazer EV, GMC
HUMMER EV and Cadillac LYRIQ. Livent will provide battery-grade lithium hydroxide to GM
over a six-year period beginning in 2025. The agreement is expected to help secure
supply for GM while assisting Livent in expanding its North American capabilities.
Analysts at Seeking Alpha say Livent is a speculative bet
but with the License To Print Money for 2030. They say LTHM represents a very interesting opportunity
for those looking to tap the exploding EV supply chain over the next decade.
With a potential tenfold return by 2030, investors with a higher tolerance for volatility may want to
load up at $20. It’s worth recalling that Liven is already a supplier to Tesla for
lithium and based on Tesla's (TSLA) designed production capacity in Fremont and Texas,
they are looking at 1.2M EVs per annum by 2023, assuming the recovery of supply chain issues.
GM (GM) also just signed an MOU with LTHM to secure lithium supply for up to 1M EVs by 2025.
And this is on top of their existing agreement with BMW (OTCPK:BMWYY) announced in 2021.
So huge lithium deals with global players here. The consensus estimates also rate LTHM stock as
an attractive buy, with a price target of $31 and a 34.61% upside. In the long-term,
there is a strong possibility for a 10-fold upside, once the company hits an inflection
point in revenue/ profitability growth and trades nearer to the big boys.
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Next stop, which is Gevo Inc (Gevo) which is currently sitting at $2.8 per share with a
market cap of $537mn. I feel that Gevo was one of the most hyped clean energy stocks in 2021
including myself regarding the potential it had to run but since it tanked it has barely had anything
to show for it as it is down 42% and trending close to ytd lows. But what I like about their
story is that their management has been working tremendously hard and this is one of those where,
the patient investors would be handsomely rewarded. Here’s what Gevo has been up to.
GEVO SIGNed A SUSTAINABLE AVIATION FUEL SALES AGREEMENT WITH AMERICAN AIRLINES
FOR 100 MILLION GALLONS PER YEAR FOR FIVE YEARS.
The agreement sets forth the terms for the sale of 100 million gallons per
year of sustainable aviation fuel (SAF) for five years from Gevo’s future commercial operations.
Gevo’s delivery of SAF under this agreement is expected to begin in 2026
and they estimates that the agreement should generate approximately $2.75 billion of revenue
over the five-year term. This Agreement with American Airlines
is the single, largest fuel sales agreement ever entered into by Gevo with a customer.
American Airlines is a member of oneworld® global alliance (oneworld), and this agreement falls
under the purview of memoranda of understanding (MoU) that oneworld members and Gevo signed
earlier in 2022, laying the groundwork for the 14 world-class airlines in the alliance
to purchase 200 million gallons of SAF per year, from Gevo’s future commercial operations.
This SAF purchase agreement expands the list of committed airline partners and supports
Gevo’s pursuit of its stated goal of producing and commercializing a billion gallons of SAF by 2030.
Dr. Patrick R. Gruber their CEO added that “The expansion of the global development of the SAF
marketplace has reached an exciting point,”. “While there is a tremendous amount of work to
complete to bring all the critical elements of net-zero carbon SAF to the marketplace,
their memoranda of understanding with oneworld alliance members and
this subsequent commitment from American Airlines
demonstrates the important momentum that is building for these types of products. They
are thrilled that Gevo is poised to continue to provide leadership for this product development.”
And the deals haven’t stopped … DELTA AIR LINES SIGNED A 75 MILLION GALLON PER
YEAR AGREEMENT WITH GEVO, valued at approximately $2.8 billion of revenue over seven years.
AER LINGUS ENTERED INTO NEW FUEL SALES AGREEMENT WITH GEVO
FOR 6.3 MILLION GALLONS OF SUSTAINABLE AVIATION FUEL PER YEAR OVER FIVE YEARS from 2026.
FINNAIR AND GEVO ENTERED INTO SUSTAINABLE AVIATION FUEL SALES AGREEMENT FOR 7 MILLION
GALLONS OF PER YEAR OVER FIVE YEARS from from 2027
JAPAN AIRLINES ENTERED INTO NEW FUEL SALES AGREEMENT WITH GEVO FOR 5.3
MILLION GALLONS OF SUSTAINABLE AVIATION FUEL PER YEAR OVER FIVE YEARS from 2027.
How much more exciting could this possibly be. The patient investors would laugh last here.
So some very very interesting and mindblowing prospects ahead for these clean energy stocks but
only consider getting in if the price is right for you and if you fully understand the risks.
This video is not financial advice, a buy or a sell recommendation, but is meant to bring some
new and exciting penny stocks to your attention for you to do your own research.. As always
I would love to hear from you, so please let me know your thoughts on these top penny stocks in
the comments section below and what other penny stocks are catching your eyes lately.
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Thank you so much for being here and I look forward to have you in my next video. Thank you